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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $795,485 | $124,425+539.3% | $112,040+610.0% | $137,256+479.6% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 15.62% | 24.72%-9.1pp | 24.52%-8.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,011 | $3,411-41.1% | $2,954-31.9% | $4,156-51.6% |
| Participant deferral / active EE | $16,327 | $5,718+185.5% | $5,098+220.3% | $6,407+154.8% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |